How to connect Mobly to Salesforce using OAuth 2.0

1. Created the Connected App in your Salesforce:

   • Follow this Salesforce article to create a connected app.

     Enable OAuth Settings:

   • In the "API" section of the page, select Enable OAuth Settings.

   • Enter the callback URL: https://www.getmobly.com/ .

     Configure OAuth Scopes:

   • Under Select OAuth Scopes, move "Manage user data via APIs (api)" to the "Selected OAuth Scopes" column.

     Enable Required Flows:

   • Check Require Secret for Web Server Flow.

   • Check Enable Client Credentials Flow.

     Save Your Settings:

   • Click Save.

     Manage Policies:

   • On the setup screen for your connected app, click Manage.
   • Click Edit Policies.
   • In the Client Credentials Flow section, select a trusted user with access to create leads and edit lead fields to run the Mobly app.

   • Click Save.

     Retrieve Consumer Key and Secret:

   • Navigate back to your connected app (App Manager -> your connected app -> View).
   • Under the "API" section, click Manage Consumer Details. You may need to verify your identity.
   • Copy your Consumer Key and Consumer Secret. Paste these into the Mobly Hub to authorize the connection.